Calton & Associates, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Calton & Associates, Inc.
- $204 Million
- Q1 2024
A detailed history of Calton & Associates, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Calton & Associates, Inc. holds 23,363 shares of BSV stock, worth $1.79 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
23,363
Previous 23,502
0.59%
Holding current value
$1.79 Million
Previous $1.81 Million
1.05%
% of portfolio
0.88%
Previous 0.73%
Shares
25 transactions
Others Institutions Holding BSV
# of Institutions
1,228Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.71 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.14 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.81 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.47 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.05 Billion3.95% of portfolio